Susan Mcdonald is a CFA-designated registered investment advisor at Wealth Oklahoma, based in Tulsa, OK, with 15 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 179 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee Estimator
Location
2021 S. Lewis Avenue, Suite 301, Tulsa, OK, 74104-6516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Susan owns Perceval Books LLC, an online reseller of pre-owned clothing and goods, since 2016. She spends a few hours per week on bookkeeping and tax filing for this non-investment related business.
Employment History
Current Registrations
Wealth Oklahoma
Previous Registrations
Stolper Asset Management
State Registrations3 states
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